Financial Services Advisor | Planning & Portfolio Guidance

State Farm Agent; Nixa (MO); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Bonus based on performance

Competitive salary

Job summary

David Dupree - State Farm Agent in Nixa, MO, seeks a Financial Services Representative to market financial products and educate customers on options. You will use your sales-minded, consultative approach and analytical precision to support clients and the agency's growth.

The role emphasizes financial planning guidance, portfolio assessment, and regulatory compliance as part of a dynamic, supportive team environment.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 licenses or SIE preferred.
• SIE, Series 6/63/65, and other relevant certifications.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Education

Experience in financial services

Tools

Series 6/63/65 licenses

SIE license

Job description

David Dupree - State Farm Agent in Nixa, MO, seeks a Financial Services Representative to market financial products and educate customers on options. You will use your sales-minded, consultative approach and analytical precision to support clients and the agency's growth.

The role emphasizes financial planning guidance, portfolio assessment, and regulatory compliance as part of a dynamic, supportive team environment.